Tci Wealth Advisors, Inc. Incresed Positions in Q3 2025

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
126
+ 0.63%
$94.4 - $104.27 $11.9K - $13.1K
20.1K $2.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.18K
+ 10.58%
$49.43 - $54.52 $58.4K - $64.4K
12.4K $669K
MGK
Vanguard Mega Cap Growth ETF

ETFs
220
+ 29.22%
$362.31 - $405.74 $79.7K - $89.3K
973 $391K
VIG
Vanguard Dividend Appreciation

ETFs
630
+ 13.05%
N/A
5.46K $994K
MDT
Medtronic PLC

Healthcare
772
+ 18.15%
$87.67 - $95.74 $67.7K - $73.9K
5.03K $478K
XEL
Xcel Energy Inc

Utilities
688
+ 16.65%
$67.56 - $80.65 $46.5K - $55.5K
4.82K $388K
UBER
Uber Technologies, Inc

Technology
951
+ 36.63%
$86.91 - $99.57 $82.7K - $94.7K
3.55K $347K
MPC
Marathon Petroleum Corp

Energy
11
+ 0.3%
$158.59 - $198.69 $1.74K - $2.19K
3.69K $711K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 6.22%
$224.68 - $282.71 $18.9K - $23.7K
1.43K $400K
BX
Blackstone Inc.

Financial Services
21
+ 0.53%
$152.77 - $188.68 $3.21K - $3.96K
3.98K $680K
WFC
Wells Fargo & Company

Financial Services
855
+ 22.05%
$77.05 - $85.16 $65.9K - $72.8K
4.73K $396K
BA
Boeing CO

Industrials
353
+ 21.54%
$209.79 - $237.38 $74.1K - $83.8K
1.99K $429K
AXP
American Express CO

Financial Services
58
+ 1.24%
$294.27 - $342.31 $17.1K - $19.9K
4.73K $1.57M
VGT
Vanguard Information Technolog

ETFs
19
+ 2.51%
$656.44 - $753.15 $12.5K - $14.3K
776 $579K
VLO
Valero Energy Corp

Energy
1
+ 0.05%
$131.77 - $175.63 $132 - $176
2.09K $356K
EFA
Ishares Tr Msci Eafe ETF

ETFs
206
+ 1.46%
$87.29 - $93.61 $18K - $19.3K
14.3K $1.34M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.75K
+ 20.72%
$22.9 - $24.1 $63K - $66.3K
16K $382K
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.08%
$252.31 - $269.41 $1.01K - $1.08K
5.18K $1.35M
BAC
Bank Of America Corp

Financial Services
364
+ 3.47%
$44.92 - $52.42 $16.4K - $19.1K
10.9K $560K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
398
+ 20.28%
$109.47 - $119.06 $43.6K - $47.4K
2.36K $279K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.45K
+ 10.92%
$24.46 - $26.5 $35.5K - $38.4K
14.7K $387K
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$659.01 - $772.54 $659 - $773
1.52K $1.17M
ZION
Zions Bancorporation, National Association

Financial Services
15
+ 0.12%
$51.2 - $59.15 $768 - $887
12.7K $719K
ALL
Allstate Corp

Financial Services
187
+ 14.24%
$192.0 - $214.65 $35.9K - $40.1K
1.5K $321K
V
Visa Inc.

Financial Services
303
+ 8.66%
$332.09 - $358.86 $101K - $109K
3.8K $1.3M
IEFA
Ishares Tr

ETFs
195
+ 1.89%
$81.7 - $87.53 $15.9K - $17.1K
10.5K $916K
SCHA
Schwab Strategic Tr Us Small C

ETFs
581
+ 4.07%
$25.29 - $28.33 $14.7K - $16.5K
14.9K $414K
VT
Vanguard Total World Stk Index

ETFs
157
+ 4.7%
$128.41 - $138.03 $20.2K - $21.7K
3.5K $481K
BK
Bank Of New York Mellon Corp

Financial Services
12
+ 0.52%
$90.65 - $109.75 $1.09K - $1.32K
2.3K $251K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 1.3%
$89.32 - $107.82 $2.59K - $3.13K
2.26K $243K
QCOM
Qualcomm Inc

Technology
81
+ 2.1%
$145.84 - $173.55 $11.8K - $14.1K
3.93K $653K
PSX
Phillips 66

Energy
1
+ 0.05%
$118.37 - $139.46 $118 - $139
2.03K $276K
MS
Morgan Stanley

Financial Services
38
+ 2.56%
$139.09 - $161.16 $5.29K - $6.12K
1.52K $241K
AMAT
Applied Materials Inc

Technology
19
+ 1.53%
$156.25 - $204.95 $2.97K - $3.89K
1.26K $258K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.25%
$250.62 - $279.43 $1.5K - $1.68K
2.36K $658K
T
At&T Inc.

Communication Services
2.23K
+ 4.54%
$26.94 - $29.62 $60.2K - $66.2K
51.5K $1.45M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
81
+ 4.9%
$121.46 - $130.92 $9.84K - $10.6K
1.74K $226K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
15
+ 0.25%
$41.34 - $45.65 $620 - $685
6.03K $271K
PANW
Palo Alto Networks Inc

Technology
107
+ 6.44%
$167.06 - $208.19 $17.9K - $22.3K
1.77K $360K
USB
Us Bancorp \De\

Financial Services
13
+ 0.23%
$43.94 - $50.41 $571 - $655
5.75K $277K
TROW
Price T Rowe Group Inc

Financial Services
28
+ 1.16%
$98.67 - $111.52 $2.76K - $3.12K
2.45K $251K
TSCO
Tractor Supply CO

Consumer Cyclical
26
+ 0.64%
$54.08 - $62.65 $1.41K - $1.63K
4.09K $232K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
360
+ 4.11%
$26.38 - $27.95 $9.5K - $10.1K
9.12K $249K
DHR
Danaher Corp

Healthcare
80
+ 3.43%
$181.46 - $212.2 $14.5K - $17K
2.42K $478K
MA
Mastercard Inc

Financial Services
10
+ 0.62%
$550.18 - $598.96 $5.5K - $5.99K
1.61K $916K
YUM
Yum Brands Inc

Consumer Cyclical
63
+ 4.64%
$139.5 - $153.94 $8.79K - $9.7K
1.42K $215K
COP
Conocophillips

Energy
26
+ 1.13%
$91.0 - $98.99 $2.37K - $2.57K
2.33K $220K
COIN
Coinbase Global, Inc.

Technology
57
+ 8.91%
$297.99 - $419.78 $17K - $23.9K
697 $235K
DUK
Duke Energy Corp

Utilities
1
+ 0.06%
$116.31 - $125.93 $116 - $126
1.79K $221K
Activity Summary
Buys All Purchases 172 New Holdings 23 Increased Positions 149 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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